Cluster Manager - Axis Bank - Ambala

Job purpose

The role is focused on building insurance business from the assigned bank relationship or channel partner within a specific area or zone. The objective is to influence the partner so they can in turn recommend Birla Sun Life Insurance products to their customers, while also delivering complete pre-sales and post-sales support to both the partner and the clients through the dedicated relationship team. A key part of the job is not just meeting business targets, but sustaining quarter-on-quarter growth.

Role overview

This position is on-roll with Aditya Birla Sun Life Insurance and will be mapped to the relevant bank branches based on the allotted geography.

Core responsibilities

• Drive insurance sales through the bank branch, walk-in customers, and leads shared by branch staff.
• Generate business only from the assigned branch within the designated geography, using both new and existing customers.
• Support branch profitability by selling ABSLI insurance products through different acquisition channels in the catchment area.
• Meet the monthly sales goals assigned to the role.
• Track and improve key performance outcomes such as NOP, FYP, persistency, and customer complaint handling.
• Own customer complaint resolution within the defined turnaround time and ensure service quality remains strong.
• Increase life insurance penetration among both existing and prospective customers.
• Develop a smooth, professional working relationship with the Branch Manager and branch employees.
• Build and maintain strong partnerships with banca partners in an open-architecture environment.
• Handle customer needs at the bank with suitable products and responsive service.
• Strengthen knowledge of insurance products as well as bank products.
• Coordinate relationships across levels to deliver the desired business results.
• Share product updates, process changes, and policy or regulatory changes, including internal and IRDA-related updates, through training modules for banca partners.
• Support sales and service activities such as sales calls, policy issuance, and complaint handling.

Additional information

Employees in this role are hired on the rolls of Aditya Birla Sun Life Insurance.

The role is branch-linked and geography-specific, with responsibility limited to the assigned branch.

The position requires consistent collaboration with bank staff and relationship partners to drive both sales and service outcomes.